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The Globe and Mail Helen Burnett-Nichols Published April 22, 2021 Pra-chid/iStockPhoto / Getty Images The increasing focus on holistic financial advice and financial planning in Canada’s financial services industry may lead to increasing demand for paraplanners – especially among those who bring an advanced skill set to the table. Paraplanning often involves the non-client-facing, data-driven aspects of a financial plan. According to Jason Heath, managing director and an advice- and fee-only certified financial planner at Objective Financial Partners Inc. in Markham, Ont., paraplanning services range from providing more administrative tasks to the development of complex financial plans. It’s also an established service in the advisory space in places like Britain and the U.S. For example, a survey that Canada Life U.K. Ltd. conducted in 2018 found that almost half (49 per cent) of financial advisory firms in Britain employed at least one paraplanner; at that time, an a

United kingdomElke rubachSandi martinJason heathSpring planning incCanada life uk ltdFinancial partners incObjective financial partnersSpring planningRubach wealthஒன்றுபட்டது கிஂக்டம்சாண்டி மார்டின்ஜேசன் ஹீத்வசந்த திட்டமிடல் இன்க்நிதி கூட்டாளர்கள் இன்க்புறநிலை நிதி கூட்டாளர்கள்